Purchases and Sales Made in Q1 2021 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q1 2021. The information is specifically focused on institutions that hold shares of ISHARES TR CORE INTL AGGREGATE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2021
Q1 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-12KClosed |
$655K - $673K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-12.5KClosed |
$684K - $703K
|
0
$0
|
|
|
May 24, 2021
Q1 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-13.1KClosed |
$715K - $735K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-13.4K- 32.34% |
$733K - $753K
|
28K
$1.4M
|
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-14.1K- 41.94% |
$771K - $793K
|
19.5K
$975K
|
|
|
May 06, 2021
Q1 2021
|
Bridge Advisory, LLC
|
SELL
|
- |
-14.2KClosed |
$775K - $797K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-15.4KClosed |
$840K - $863K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.6K- 12.93% |
$1.18M - $1.22M
|
146K
$7.27M
|
|
|
Apr 20, 2021
Q1 2021
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-22.4K- 74.0% |
$1.22M - $1.26M
|
7.87K
$393K
|
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-25K- 62.65% |
$1.37M - $1.41M
|
14.9K
$745K
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-48.2KClosed |
$2.64M - $2.71M
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-49.6K- 6.05% |
$2.71M - $2.79M
|
771K
$38.5M
|
|
|
May 17, 2021
Q1 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-52K- 8.7% |
$2.84M - $2.92M
|
546K
$27.3M
|
|
|
Apr 23, 2021
Q1 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-59.1K- 83.53% |
$3.23M - $3.32M
|
11.7K
$582K
|
|
|
May 13, 2021
Q1 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-63.9KClosed |
$3.49M - $3.59M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-68.4K- 28.33% |
$3.74M - $3.84M
|
173K
$8.64M
|
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-90K- 72.41% |
$4.92M - $5.06M
|
34.3K
$1.71M
|
|
|
May 04, 2021
Q1 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-90K- 94.34% |
$4.92M - $5.06M
|
5.4K
$270K
|
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-105K- 95.12% |
$5.74M - $5.9M
|
5.39K
$269K
|
|
|
May 12, 2021
Q1 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-176KClosed |
$9.6M - $9.87M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-202K- 69.12% |
$11.1M - $11.4M
|
90.4K
$4.51M
|
|
|
Mar 23, 2023
Q1 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-292K- 45.0% |
$15.9M - $16.4M
|
357K
$17.8M
|
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
SELL
|
- |
-1.83M- 73.25% |
$100M - $103M
|
669K
$33.4M
|